Wealth Advisory Manager

BakerAvenue Wealth Management

Wealth Advisory Manager responsible for financial planning and portfolio management at BakerAvenue. Assisting Advisors in delivering comprehensive wealth management solutions to high-net-worth clients.

Posted 6/11/2026full-timeSouthlake • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $140,000 per yearWebsite

About the role

Key responsibilities & impact

Work with Advisor to assess client’s overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy.
Oversee and support the team in pre-client-meeting preparation and post-client-meeting processing.
Prepare customized proposals for clients and prospective clients.
Assists in the development of complex and highly customized financial portfolios.
Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations.
Partner with Advisor to develop asset allocations to meet clients’ risk profile and time horizon.
Monitor and follow up with all action items from client meetings.
Calendar and confirm client meetings for Wealth Advisors.
Knowledge of key financial, investment and risk management concepts.
Co-manage and provide leadership within the team.

Requirements

What you’ll need

3-5 + years in client facing advisory roles.
Concentrations in wealth management, financial, estate planning, and/or tax related work.
CFP® preferred, or CFP education completed and able to obtain credentials within 6 months of joining the firm.
Other credentials a plus.
4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field.
Strong knowledge of finance and capital markets required.
Technical proficiency in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis.
Demonstrated experience working with MoneyGuide Pro or eMoney, Orion and Salesforce (similar systems).
Expert in Microsoft Excel and PowerPoint.
A passion for financial planning & growing.
Strong abilities to multi-task, manage various client requests and effectively prioritize.
Unquestioned commitment to integrity in personal and professional activities.
Strong verbal and written communication skills.
Demonstrated ability to work effectively in a team environment with the ability to take the initiative and work independently while proactively keeping stakeholders in the loop.
Confidence to work directly with leaders and high-net worth clients.

Benefits

Comp & perks

Medical / Dental / Vision / Life / Disability Insurance - 100% company-paid for employees and 75% company paid for spouses and dependents
High-deductible plan option with health savings account.
Employee assistance program.
Wellness allowance – $75 monthly.
Bereavement leave – 3 days paid for immediate family member or pet.
401k with 3% match.
Commuter benefits.
Parental bonding leave – up to 100% of salary for 12 weeks.
Donation match – up to $500 annually.
Vacation PTO.
Birthday PTO.
Learning and Development stipend – up to $1000 annually.
Volunteer PTO – 1 day per quarter.
Monthly cell phone allowance – $75 monthly.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningretirement planninginvestment managementcash flow analysiscapital needs planningwealth managementestate planningtax planningportfolio strategyasset allocation

Soft Skills

multi-taskingtime managementcommunicationteam collaborationinitiativeintegrityclient relationship managementprioritizationleadershipproactive engagement

Certifications

CFPCFP education